Hi,
I've one scenario where i need to display data as per the filter selection, and in filter i have a date range field where user can selection up to 2 years range and data would be displayed on grid as per the filter selection.please suggest best way to do display data on grid and to export data on excel.I am using record type, and i have a date column at backend.
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Hi Shahid,
I suggest using record user filters in this case, as they will handle the export to Excel functionality even when filters are applied.
Is there any specific reason you didn’t choose to use the record filters? Without them, you won’t be able to utilize the out-of-the-box 'Export to Excel' functionality for records. Instead, you would need to build a process using the 'Export DSE to Excel' smart service, where you can configure the filter values manually.
Hi Mathurambika M thanks for the quick response, since i need to create and show dynamic columns on grid to show month & year data. Its not possible to create DSE in this case.
May I ask how those dynamic columns are created? Are they custom record fields? You can create a view on the table (the record's data source) and create a DSE for that view.
Again, is there any reason you didn't include record filters?